NC2019 – P2 – Death, taxes and the Transfer Balance Cap

This case study based session to test your knowledge of what you may need to think about and do following the death of a client.

The case studies explore both pre and post death strategies and cover a range of issues, including:
• death benefit rollovers - the tips and traps
• reversionary pensions, death, CGT and asset segregation
• practical transfer balance account valuation issues
• younger surviving spouses, insurance and death benefit income streams.


Knowledge Area:
CPD Hours:


Craig Day SSA

Craig is a Senior Technical Services Manager with Colonial First State’s technical services team, FirstTech, and has over 11 years experience in the financial services industry.

In his role Craig is responsible for the high level analysis and communication of technical information and strategies to advisers and their clients and is a regular contributor to the IFA and Money Management Magazines as well as the Sydney Morning Herald and Australian Financial Review.

Craig is also a regular speaker at industry and corporate functions and is also actively involved in lecturing and course development for Kaplan Professional and is a SPAA accredited SMSF specialist adviser.